Timothy Phillips
Phillips and Company Advisors · Portland, Oregon
Timothy Phillips is a fee-only financial advisor at Phillips and Company Advisors in Portland, Oregon. Phillips and Company Advisors reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Phillips and Company Advisors |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $2.66B across 2,675 accounts |
| SEC registration | Investment adviser representative in AZ, CA, ID, IL, MO, MT, NV, OH, OR, WA · CRD 1395428 |
| Exams passed | Series 63 (1987) · Series 65 (2007) |
| Firm size | 19 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.phillipsandco.com |
| Profile |
How Timothy's firm compares
- Phillips and Company Advisors's average account is about $996,000, from its Form ADV (assets managed divided by 2,675 accounts).
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Questions about Timothy
Is Timothy Phillips a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Phillips and Company Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Timothy charge for financial advice?
Timothy's firm, Phillips and Company Advisors, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Timothy Phillips based?
Timothy Phillips is based in Portland, Oregon.
Is Timothy Phillips registered with the SEC?
Yes. Timothy Phillips is registered as an investment adviser representative in AZ, CA, ID, IL, MO, MT, NV, OH, OR and WA (CRD 1395428), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Phillips and Company Advisors manage?
Phillips and Company Advisors reports $2.66B across 2,675 accounts in assets under management.
How do I contact Timothy Phillips?
Through Timothy's website, www.phillipsandco.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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